Procurify growth playbook

Add Ramp to the Compare menu and link it from Pricing and Why Procurify. Rewrite the page for a buyer who already has Ramp cards: keep Ramp for cards, run purchasing through Procurify (catalogs, receiving, three-way match, contracts against PO spend), with a go-live promise and a switching or "works alongside your cards" offer like the Coupa page has. Check every claim about Ramp against its current pages, update the ratings, and add the July agentic features (Guided Intake, Order Autopilot, the 99% AP engine). Then point Ramp competitor-term search ads and G2 comparison traffic at it, and track demos with offline conversions.

The new Director of Performance Marketing owns competitor search and review platforms; the new Director of Product Marketing owns differentiation against named rivals. A hidden comparison page for the most common rival wastes both. Buyers comparing on Ramp are deep in evaluation, and a page that knows they already hold Ramp cards answers the question they are actually asking.

[ ] Ramp in the footer Compare menu
[ ] Linked from /pricing/ and /why/
[ ] Every Ramp claim re-checked and sourced
[ ] "Keep your cards, add procurement" headline
[ ] Guided Intake, Order Autopilot, AP accuracy
[ ] Current app ratings with a date
[ ] Go-live promise and switching offer
[ ] Competitor-term ads and G2 traffic pointed here
[ ] Offline conversions for demos and opportunities

• Comparative claims go stale or overreach

  Source and date each claim; review the page every quarter.

• Bidding on a rival's name raises costs

  Cap the budget and judge it on cost per opportunity, not per click.

• Your websiteComparison pages: the sitemap lists five (/compare/coupa/, /compare/precoro/, /compare/ramp/, /compare/ziphq/, /compare/edstruments/), but the site-wide "Compare Procurify" footer menu links only Coupa, Precoro, ZipHQ and Edstruments. None of the homepage, pricing, platform, why, customers, demo or careers pages links to /compare/ramp/ (checked October 22, 2026). The Coupa page was updated October 16, 2026 and leads with "Save 50% switching from Coupa to Procurify, and go live in 8 weeks"; the Ramp, Precoro and Zip pages were last modified June 2, 2026, before the July agentic launch.Source
• Your websiteThe Procurify vs Ramp page says Ramp is "Built to speed up corporate card usage and expense reconciliation", that its "Procurement features are new and unproven", and that "Ramp does not offer product catalogs"; it quotes the mobile app at "4.8 675 reviews" (App Store) and "4.6 310 reviews" (Google Play). It has no switching offer or go-live claim like the Coupa page.Source
• Competitor researchRivals' own pages: Ramp's procurement page sells "AI-powered purchasing made easy for companies without a procurement team" that "automates approvals & manages spend from request to payment"; Zip calls itself "the leading AI procurement platform" with "purpose-built AI agents to automate global sourcing, compliance, and spend"; Precoro sells procurement software that is "fast to launch, easy to use".See the research Source
• App StoreThe Procurify iOS app is rated 4.78 from 827 ratings and was updated October 9, 2026.Source
• HiringDirector, Product Marketing (remote US/Canada, posted September 24, 2026): owns "positioning strategy and define how we differentiate in the procurement market", "the AI and agentic narrative: make the platform's intelligence concrete, credible, and differentiated for finance and operations buyers", market segmentation, "win/loss analysis", analyst relations, launch strategy "in partnership with demand generation", and direct-to-customer communications ("launch and product-news emails, in-app posts, in-app tours, and lifecycle journeys"). Competitor comparisons and objection handling are to be "maintained as living resources in our library rather than launch-day artifacts". Leads two Product Marketing Managers.Source
• HiringDirector, Performance Marketing (remote Canada, posted October 16, 2026), reporting to the CMO: owns "Google Ads, Microsoft Advertising, paid social, review platforms and emerging digital channels", "CRM data, offline conversion tracking and advanced bidding", "website conversion strategy across key digital journeys, landing pages and conversion experiences" and "a structured experimentation program"; manages the Senior WordPress Developer and the WebOps Manager; works with Content & Brand on "SEO, GEO and organic acquisition"; uses "incrementality testing"; all "as AI reshapes how B2B buyers discover, evaluate and purchase software".Source
• Press releaseJuly 20, 2026: Procurify announced Guided Intake, Order Autopilot and "a rebuilt, agent-powered AP engine" that captures invoice details "with more than 99% accuracy", "completing its transformation into a fully agentic procurement platform", "released in tandem with a premium brand refresh"; it cites a #1 Mid-Market Procure-to-Pay ranking on G2 for Summer 2026.Source

Pick the three measurable claims only Procurify can make (99%+ invoice capture accuracy, Order Autopilot coding from the customer's own history, time to go live for mid-market teams) and put them, with a customer quote each, on the Zip, Precoro and Ramp pages and the AI page. Replace adjectives with numbers and a 60-second tour clip per agent.

When every vendor says "AI agents", the buyer decides on proof, speed to value and fit for their size. Measured claims also give AI assistants something specific to repeat.

• Numbers vary by customer

  Show ranges and say how they were measured.

• Press releaseJuly 20, 2026: Procurify announced Guided Intake, Order Autopilot and "a rebuilt, agent-powered AP engine" that captures invoice details "with more than 99% accuracy", "completing its transformation into a fully agentic procurement platform", "released in tandem with a premium brand refresh"; it cites a #1 Mid-Market Procure-to-Pay ranking on G2 for Summer 2026.Source
• Competitor researchRivals' own pages: Ramp's procurement page sells "AI-powered purchasing made easy for companies without a procurement team" that "automates approvals & manages spend from request to payment"; Zip calls itself "the leading AI procurement platform" with "purpose-built AI agents to automate global sourcing, compliance, and spend"; Precoro sells procurement software that is "fast to launch, easy to use".See the research Source
• Your websiteComparison pages: the sitemap lists five (/compare/coupa/, /compare/precoro/, /compare/ramp/, /compare/ziphq/, /compare/edstruments/), but the site-wide "Compare Procurify" footer menu links only Coupa, Precoro, ZipHQ and Edstruments. None of the homepage, pricing, platform, why, customers, demo or careers pages links to /compare/ramp/ (checked October 22, 2026). The Coupa page was updated October 16, 2026 and leads with "Save 50% switching from Coupa to Procurify, and go live in 8 weeks"; the Ramp, Precoro and Zip pages were last modified June 2, 2026, before the July agentic launch.Source
• HiringDirector, Product Marketing (remote US/Canada, posted September 24, 2026): owns "positioning strategy and define how we differentiate in the procurement market", "the AI and agentic narrative: make the platform's intelligence concrete, credible, and differentiated for finance and operations buyers", market segmentation, "win/loss analysis", analyst relations, launch strategy "in partnership with demand generation", and direct-to-customer communications ("launch and product-news emails, in-app posts, in-app tours, and lifecycle journeys"). Competitor comparisons and objection handling are to be "maintained as living resources in our library rather than launch-day artifacts". Leads two Product Marketing Managers.Source
• Your websiteHomepage (checked October 22, 2026): H1 "Procurement Automation Software / AI Procurement for Total Spend Control"; proof figures "96% Reduction in Requisition Time", "$90K Weekly Savings", "$6.6M Tracked in One System", "10X Faster Purchasing"; "Hundreds of finance and operations teams run $100B+ through Procurify"; "4.6 on G2 and 4.5 on Capterra"; "Named a G2 Leader for Mid-Market Procure-to-Pay Software in G2's Fall 2026 Reports"; nine interactive product tours; demo booking through Chili Piper.Source

Agree the current figure and how it is counted, then update every job post template, the media kit, the About page, press boilerplate and LinkedIn. Add a dated "as of" line so the number can be refreshed each quarter.

Consistent proof points are cheap credibility. Analysts and journalists the new product marketing director will brief check the boilerplate first.

• Old releases keep the old figure

  Leave dated releases as they are; fix the evergreen pages.

• HiringSenior Product Manager (remote Canada, posted September 14, 2026): requires "Proven product ownership experience within the Procure-to-Pay (P2P) lifecycle". Its "Why Procurify" text still says customers "manage over $30B in spend" and links the Series C press release, while the marketing posts and the homepage say "$100B".Source
• Your websiteHomepage (checked October 22, 2026): H1 "Procurement Automation Software / AI Procurement for Total Spend Control"; proof figures "96% Reduction in Requisition Time", "$90K Weekly Savings", "$6.6M Tracked in One System", "10X Faster Purchasing"; "Hundreds of finance and operations teams run $100B+ through Procurify"; "4.6 on G2 and 4.5 on Capterra"; "Named a G2 Leader for Mid-Market Procure-to-Pay Software in G2's Fall 2026 Reports"; nine interactive product tours; demo booking through Chili Piper.Source
• HiringDirector, Product Marketing (remote US/Canada, posted September 24, 2026): owns "positioning strategy and define how we differentiate in the procurement market", "the AI and agentic narrative: make the platform's intelligence concrete, credible, and differentiated for finance and operations buyers", market segmentation, "win/loss analysis", analyst relations, launch strategy "in partnership with demand generation", and direct-to-customer communications ("launch and product-news emails, in-app posts, in-app tours, and lifecycle journeys"). Competitor comparisons and objection handling are to be "maintained as living resources in our library rather than launch-day artifacts". Leads two Product Marketing Managers.Source
• Press releaseProcurify raised a $50 million Series C (October 2023) to strengthen its core offering, launch payment capabilities and build an AI-enhanced procure-to-pay experience. Later releases: Chad Gaydos appointed CEO (January 2025), a new CRO and a Chief Product & Technology Officer, AI-powered Spend Insights, "Spend Management Platform of the Year" in the 2026 FinTech Breakthrough Awards, and its "First-Ever AI Procurement Event".Source

Send demo-held, SQL and opportunity events (with value bands) from Salesforce back to Google Ads and Microsoft Advertising, switch bidding to those events, and report cost per opportunity by campaign and keyword. Cut keywords that bring demos but no opportunities.

Ad platforms optimise toward whatever signal you give them. Pipeline signals steer spend to the searches that turn into deals.

• Too few conversions for smart bidding

  Start with SQL as the target event and move to opportunities later.

• HiringDirector, Performance Marketing (remote Canada, posted October 16, 2026), reporting to the CMO: owns "Google Ads, Microsoft Advertising, paid social, review platforms and emerging digital channels", "CRM data, offline conversion tracking and advanced bidding", "website conversion strategy across key digital journeys, landing pages and conversion experiences" and "a structured experimentation program"; manages the Senior WordPress Developer and the WebOps Manager; works with Content & Brand on "SEO, GEO and organic acquisition"; uses "incrementality testing"; all "as AI reshapes how B2B buyers discover, evaluate and purchase software".Source
• HiringGTM Campaign Manager (remote Canada, posted October 9, 2026): "the business's #1 constraint is total pipeline coverage against our revenue targets"; builds campaign systems across "inbound, outbound, tier/segment, and expansion (cross-sell/upsell)"; expansion against the existing customer base is "a large, under-served pipeline source today"; calibrates "SMB vs. mid-market"; tracks "MQL→SAL→SQL→pipeline $"; owns the "last mile" so no lead sits "untouched".Source
• Your websitePricing page: no prices; "Every customer starts" with Purchasing (requests, POs, catalogs, vendors, approvals, budgets, Spend Insights, accounting integrations, mobile app), then adds the AP and Expense & Card products and the Guided Intake and Contracts add-ons; "unlimited Basic users", with pricing "determined by Pro users"; calls to action "Request pricing" and "Book a demo".Source
• HiringSenior Customer Success Manager (posted October 5, 2026): owns "a strategic book of business valued at $2M+", measured on Net Revenue Retention, Gross Revenue Retention, "Referenceable Customers" and "Expansion Revenue". A Business Development Representative post (July 8) lists the outbound stack: Salesforce, Nooks, ZoomInfo, Gong Engage and LinkedIn Sales Navigator.Source

Add a short estimator to the pricing page: number of Pro users, products wanted and ERP. Show a typical range for teams like theirs (or "most teams your size start with Purchasing plus AP"), and pass the answers to the Chili Piper booking so the AE starts the call with the quote half built. Test it against the current page.

A range filters out poor-fit buyers and makes the demo a confirmation instead of a price reveal. Answers also give sales better qualification data.

• Ranges anchor too low

  Show a range with what is included, and keep add-ons separate.

• Your websitePricing page: no prices; "Every customer starts" with Purchasing (requests, POs, catalogs, vendors, approvals, budgets, Spend Insights, accounting integrations, mobile app), then adds the AP and Expense & Card products and the Guided Intake and Contracts add-ons; "unlimited Basic users", with pricing "determined by Pro users"; calls to action "Request pricing" and "Book a demo".Source
• Competitor researchRivals' own pages: Ramp's procurement page sells "AI-powered purchasing made easy for companies without a procurement team" that "automates approvals & manages spend from request to payment"; Zip calls itself "the leading AI procurement platform" with "purpose-built AI agents to automate global sourcing, compliance, and spend"; Precoro sells procurement software that is "fast to launch, easy to use".See the research Source
• Your websiteHomepage (checked October 22, 2026): H1 "Procurement Automation Software / AI Procurement for Total Spend Control"; proof figures "96% Reduction in Requisition Time", "$90K Weekly Savings", "$6.6M Tracked in One System", "10X Faster Purchasing"; "Hundreds of finance and operations teams run $100B+ through Procurify"; "4.6 on G2 and 4.5 on Capterra"; "Named a G2 Leader for Mid-Market Procure-to-Pay Software in G2's Fall 2026 Reports"; nine interactive product tours; demo booking through Chili Piper.Source
• HiringDirector, Performance Marketing (remote Canada, posted October 16, 2026), reporting to the CMO: owns "Google Ads, Microsoft Advertising, paid social, review platforms and emerging digital channels", "CRM data, offline conversion tracking and advanced bidding", "website conversion strategy across key digital journeys, landing pages and conversion experiences" and "a structured experimentation program"; manages the Senior WordPress Developer and the WebOps Manager; works with Content & Brand on "SEO, GEO and organic acquisition"; uses "incrementality testing"; all "as AI reshapes how B2B buyers discover, evaluate and purchase software".Source

Route every calculator and maturity model submission with a work email to a BDR within five minutes, with the answers attached. The BDR opens with the estimate ("your 400 invoices a month suggest...") and offers a 20-minute review. Others get an email with their report and a booking link.

Speed and relevance decide whether an inbound lead becomes a meeting, and the tool gives the BDR context a form fill never does.

• Fast calls feel pushy

  Lead with the report, not the demo.

• Your websiteTools and services: a Procurement ROI Calculator (employees, annual procurement spend, monthly POs and invoices; "illustrative ROI estimates only") with a downloadable formulas report, a Procurement Maturity Model, a paid Spend Coach service ("40 hours of professional Spend Coach services"), and BuyQ, a group purchasing organization for charter and private schools ("today over 4,000+") with pricing from Amazon Business, Staples and CDW.Source
• HiringGTM Enablement Manager (remote Canada, posted October 5, 2026): "reimagining how GTM teams manage, qualify, and convert inbound opportunities into real pipeline"; builds automated "lead routing, opportunity management, and renewal orchestration"; watches "speed-to-lead, pipeline velocity, win rates, renewal rates, net revenue retention"; uses "AI conversation-intelligence tools"; KPIs include "Increased inbound conversion".Source
• HiringSenior Customer Success Manager (posted October 5, 2026): owns "a strategic book of business valued at $2M+", measured on Net Revenue Retention, Gross Revenue Retention, "Referenceable Customers" and "Expansion Revenue". A Business Development Representative post (July 8) lists the outbound stack: Salesforce, Nooks, ZoomInfo, Gong Engage and LinkedIn Sales Navigator.Source
• HiringGTM Campaign Manager (remote Canada, posted October 9, 2026): "the business's #1 constraint is total pipeline coverage against our revenue targets"; builds campaign systems across "inbound, outbound, tier/segment, and expansion (cross-sell/upsell)"; expansion against the existing customer base is "a large, under-served pipeline source today"; calibrates "SMB vs. mid-market"; tracks "MQL→SAL→SQL→pipeline $"; owns the "last mile" so no lead sits "untouched".Source

Segment customers by products owned and usage. Run a campaign per gap: Purchasing-only customers with high invoice volume get the AP engine story and a free invoice-matching test; customers with many requesters get Guided Intake; those tracking vendors get Contracts. Hand warm accounts to CSMs with the usage that triggered them.

Customers already trust the platform, so expansion closes faster and cheaper than new business, and it lifts the net revenue retention the CS team is measured on.

• Customers feel over-sold

  Lead with usage and outcomes, and cap touches.

• HiringGTM Campaign Manager (remote Canada, posted October 9, 2026): "the business's #1 constraint is total pipeline coverage against our revenue targets"; builds campaign systems across "inbound, outbound, tier/segment, and expansion (cross-sell/upsell)"; expansion against the existing customer base is "a large, under-served pipeline source today"; calibrates "SMB vs. mid-market"; tracks "MQL→SAL→SQL→pipeline $"; owns the "last mile" so no lead sits "untouched".Source
• Your websitePricing page: no prices; "Every customer starts" with Purchasing (requests, POs, catalogs, vendors, approvals, budgets, Spend Insights, accounting integrations, mobile app), then adds the AP and Expense & Card products and the Guided Intake and Contracts add-ons; "unlimited Basic users", with pricing "determined by Pro users"; calls to action "Request pricing" and "Book a demo".Source
• Press releaseJuly 20, 2026: Procurify announced Guided Intake, Order Autopilot and "a rebuilt, agent-powered AP engine" that captures invoice details "with more than 99% accuracy", "completing its transformation into a fully agentic procurement platform", "released in tandem with a premium brand refresh"; it cites a #1 Mid-Market Procure-to-Pay ranking on G2 for Summer 2026.Source
• HiringSenior Customer Success Manager (posted October 5, 2026): owns "a strategic book of business valued at $2M+", measured on Net Revenue Retention, Gross Revenue Retention, "Referenceable Customers" and "Expansion Revenue". A Business Development Representative post (July 8) lists the outbound stack: Salesforce, Nooks, ZoomInfo, Gong Engage and LinkedIn Sales Navigator.Source

Build a lifecycle journey for each new feature: an in-app tour on first login after release, a 30-second clip, an admin email with a switch-on checklist, and a follow-up that shows the admin their first results (requests completed, lines coded automatically). Track adoption by account and feed low adopters to CSMs.

Adoption is the bridge between a launch and retention, and measured use becomes the proof the comparison pages need.

• Tour fatigue

  One tour per feature, dismissible.

• HiringDirector, Product Marketing (remote US/Canada, posted September 24, 2026): owns "positioning strategy and define how we differentiate in the procurement market", "the AI and agentic narrative: make the platform's intelligence concrete, credible, and differentiated for finance and operations buyers", market segmentation, "win/loss analysis", analyst relations, launch strategy "in partnership with demand generation", and direct-to-customer communications ("launch and product-news emails, in-app posts, in-app tours, and lifecycle journeys"). Competitor comparisons and objection handling are to be "maintained as living resources in our library rather than launch-day artifacts". Leads two Product Marketing Managers.Source
• Press releaseJuly 20, 2026: Procurify announced Guided Intake, Order Autopilot and "a rebuilt, agent-powered AP engine" that captures invoice details "with more than 99% accuracy", "completing its transformation into a fully agentic procurement platform", "released in tandem with a premium brand refresh"; it cites a #1 Mid-Market Procure-to-Pay ranking on G2 for Summer 2026.Source
• HiringSenior Customer Success Manager (posted October 5, 2026): owns "a strategic book of business valued at $2M+", measured on Net Revenue Retention, Gross Revenue Retention, "Referenceable Customers" and "Expansion Revenue". A Business Development Representative post (July 8) lists the outbound stack: Salesforce, Nooks, ZoomInfo, Gong Engage and LinkedIn Sales Navigator.Source
• Your websiteHomepage (checked October 22, 2026): H1 "Procurement Automation Software / AI Procurement for Total Spend Control"; proof figures "96% Reduction in Requisition Time", "$90K Weekly Savings", "$6.6M Tracked in One System", "10X Faster Purchasing"; "Hundreds of finance and operations teams run $100B+ through Procurify"; "4.6 on G2 and 4.5 on Capterra"; "Named a G2 Leader for Mid-Market Procure-to-Pay Software in G2's Fall 2026 Reports"; nine interactive product tours; demo booking through Chili Piper.Source

Build one biotech demo environment (lab-supply catalog, grant or project budgets, ZAGENO ordering, receiving), a landing page with the three stories and a short video, and an account list of venture-backed biotechs from the best-fit customer profile. Run LinkedIn and search campaigns to it and a BDR sequence.

A vertical story with the buyer's own suppliers and workflows wins over generic spend control, and it gives BDRs a sharper reason to call.

• Segment too small

  Expand to medical devices and research nonprofits.

• Your websiteSitemap (485 URLs, October 22, 2026): 136 blog posts, 60 changelog entries, 30 procure-to-pay feature pages, 30 customer stories, integration pages for QuickBooks Online and Desktop, NetSuite, Sage Intacct, Microsoft Dynamics 365 and the API, PunchOuts for Amazon Business, Staples and ZAGENO. Older indexed topic hubs (/biotechnology/, /nonprofits/, /charter-schools/) sit beside the newer /industry/biotech/, /industry/nonprofit/ and /industry/education/charter-schools/ pages, each with its own canonical.Source
• Your websiteCustomers page: "Saved $2M and 34K hours", "10X faster purchasing", "$90K weekly savings", "3.7× Faster Approvals"; 30 published customer stories, including Questrade, SkipTheDishes, Cabify, Curtin Maritime, HyperFiber, biotech companies Circle Pharma, Mitra Chem and Vow, and charter networks and private schools.Source
• HiringSolutions Consultant (posted October 6, 2026): must have "sold or consulted against the players in our space" and "know how to position a challenger platform to win"; success is "higher win rates against named competitors"; codifies "win/loss themes, competitor comparisons, and objection-handling assets"; builds "a reusable library of demo environments, vertical-specific narratives, and proof points"; scopes integrations to "NetSuite, Sage Intacct, Microsoft Dynamics, QuickBooks".Source
• Your websiteDemo page: work email, first and last name, company, a country list of United States, Canada, United Kingdom, Mexico and Australia, and phone, then "Pick your time"; the industry menu covers Education, Technology, Healthcare, Biotech and Manufacturing, and the footer adds Nonprofit, Charter Schools and CPG.Source

Decide which page owns each industry, move the best content into it, 301-redirect or noindex the other, and update internal links and the sitemap. Repeat for any other topic pairs in the sitemap.

Consolidating splits of the same topic usually lifts the surviving page, and it is a small job for the WebOps team the new director inherits.

• Short dip after redirects

  Redirect page to page, not to the home page.

• Your websiteSitemap (485 URLs, October 22, 2026): 136 blog posts, 60 changelog entries, 30 procure-to-pay feature pages, 30 customer stories, integration pages for QuickBooks Online and Desktop, NetSuite, Sage Intacct, Microsoft Dynamics 365 and the API, PunchOuts for Amazon Business, Staples and ZAGENO. Older indexed topic hubs (/biotechnology/, /nonprofits/, /charter-schools/) sit beside the newer /industry/biotech/, /industry/nonprofit/ and /industry/education/charter-schools/ pages, each with its own canonical.Source
• HiringDirector, Performance Marketing (remote Canada, posted October 16, 2026), reporting to the CMO: owns "Google Ads, Microsoft Advertising, paid social, review platforms and emerging digital channels", "CRM data, offline conversion tracking and advanced bidding", "website conversion strategy across key digital journeys, landing pages and conversion experiences" and "a structured experimentation program"; manages the Senior WordPress Developer and the WebOps Manager; works with Content & Brand on "SEO, GEO and organic acquisition"; uses "incrementality testing"; all "as AI reshapes how B2B buyers discover, evaluate and purchase software".Source
• Your websiteDemo page: work email, first and last name, company, a country list of United States, Canada, United Kingdom, Mexico and Australia, and phone, then "Pick your time"; the industry menu covers Education, Technology, Healthcare, Biotech and Manufacturing, and the footer adds Nonprofit, Charter Schools and CPG.Source

Track 30 buyer prompts (e.g. "best procurement software for a 300-person company on NetSuite") in the main assistants every month. Publish clear, factual pages that answer them: who Procurify is for, what it costs to start, integrations, go-live time, and fair comparisons. Keep G2 and Capterra profiles current, since assistants cite them.

Assistants summarise sources they can parse. Plain, specific pages and current review profiles decide who makes the shortlist.

• Assistants change sources

  Track monthly and adapt.

• HiringDirector, Performance Marketing (remote Canada, posted October 16, 2026), reporting to the CMO: owns "Google Ads, Microsoft Advertising, paid social, review platforms and emerging digital channels", "CRM data, offline conversion tracking and advanced bidding", "website conversion strategy across key digital journeys, landing pages and conversion experiences" and "a structured experimentation program"; manages the Senior WordPress Developer and the WebOps Manager; works with Content & Brand on "SEO, GEO and organic acquisition"; uses "incrementality testing"; all "as AI reshapes how B2B buyers discover, evaluate and purchase software".Source
• Your websiteHomepage (checked October 22, 2026): H1 "Procurement Automation Software / AI Procurement for Total Spend Control"; proof figures "96% Reduction in Requisition Time", "$90K Weekly Savings", "$6.6M Tracked in One System", "10X Faster Purchasing"; "Hundreds of finance and operations teams run $100B+ through Procurify"; "4.6 on G2 and 4.5 on Capterra"; "Named a G2 Leader for Mid-Market Procure-to-Pay Software in G2's Fall 2026 Reports"; nine interactive product tours; demo booking through Chili Piper.Source
• Your websiteComparison pages: the sitemap lists five (/compare/coupa/, /compare/precoro/, /compare/ramp/, /compare/ziphq/, /compare/edstruments/), but the site-wide "Compare Procurify" footer menu links only Coupa, Precoro, ZipHQ and Edstruments. None of the homepage, pricing, platform, why, customers, demo or careers pages links to /compare/ramp/ (checked October 22, 2026). The Coupa page was updated October 16, 2026 and leads with "Save 50% switching from Coupa to Procurify, and go live in 8 weeks"; the Ramp, Precoro and Zip pages were last modified June 2, 2026, before the July agentic launch.Source
• Your websiteSitemap (485 URLs, October 22, 2026): 136 blog posts, 60 changelog entries, 30 procure-to-pay feature pages, 30 customer stories, integration pages for QuickBooks Online and Desktop, NetSuite, Sage Intacct, Microsoft Dynamics 365 and the API, PunchOuts for Amazon Business, Staples and ZAGENO. Older indexed topic hubs (/biotechnology/, /nonprofits/, /charter-schools/) sit beside the newer /industry/biotech/, /industry/nonprofit/ and /industry/education/charter-schools/ pages, each with its own canonical.Source

Build a Business Central landing page (sync, approvals, PO matching, setup time) and run Microsoft Advertising campaigns on Dynamics and Business Central procurement searches, targeting finance job functions and company sizes in the best-fit customer profile. Do the same for NetSuite and Sage Intacct on Google.

ERP-specific intent is high and less contested than generic "procurement software" terms, and the integration is the first question these buyers ask.

• Low volume

  Judge on opportunities, not clicks.

• HiringDirector, Performance Marketing (remote Canada, posted October 16, 2026), reporting to the CMO: owns "Google Ads, Microsoft Advertising, paid social, review platforms and emerging digital channels", "CRM data, offline conversion tracking and advanced bidding", "website conversion strategy across key digital journeys, landing pages and conversion experiences" and "a structured experimentation program"; manages the Senior WordPress Developer and the WebOps Manager; works with Content & Brand on "SEO, GEO and organic acquisition"; uses "incrementality testing"; all "as AI reshapes how B2B buyers discover, evaluate and purchase software".Source
• Your websiteSitemap (485 URLs, October 22, 2026): 136 blog posts, 60 changelog entries, 30 procure-to-pay feature pages, 30 customer stories, integration pages for QuickBooks Online and Desktop, NetSuite, Sage Intacct, Microsoft Dynamics 365 and the API, PunchOuts for Amazon Business, Staples and ZAGENO. Older indexed topic hubs (/biotechnology/, /nonprofits/, /charter-schools/) sit beside the newer /industry/biotech/, /industry/nonprofit/ and /industry/education/charter-schools/ pages, each with its own canonical.Source
• HiringSolutions Consultant (posted October 6, 2026): must have "sold or consulted against the players in our space" and "know how to position a challenger platform to win"; success is "higher win rates against named competitors"; codifies "win/loss themes, competitor comparisons, and objection-handling assets"; builds "a reusable library of demo environments, vertical-specific narratives, and proof points"; scopes integrations to "NetSuite, Sage Intacct, Microsoft Dynamics, QuickBooks".Source
• Your websiteHomepage (checked October 22, 2026): H1 "Procurement Automation Software / AI Procurement for Total Spend Control"; proof figures "96% Reduction in Requisition Time", "$90K Weekly Savings", "$6.6M Tracked in One System", "10X Faster Purchasing"; "Hundreds of finance and operations teams run $100B+ through Procurify"; "4.6 on G2 and 4.5 on Capterra"; "Named a G2 Leader for Mid-Market Procure-to-Pay Software in G2's Fall 2026 Reports"; nine interactive product tours; demo booking through Chili Piper.Source

Interview ten won and lost buyers a month (or use recorded calls), tag reasons by competitor and segment, and publish a one-page summary. Update the competitor comparison and comparison page for any rival that wins twice for the same reason, within a week.

Fast feedback turns losses into fixes while they still matter, and keeps public pages honest.

• Small samples mislead

  Act on repeated reasons only.

• HiringDirector, Product Marketing (remote US/Canada, posted September 24, 2026): owns "positioning strategy and define how we differentiate in the procurement market", "the AI and agentic narrative: make the platform's intelligence concrete, credible, and differentiated for finance and operations buyers", market segmentation, "win/loss analysis", analyst relations, launch strategy "in partnership with demand generation", and direct-to-customer communications ("launch and product-news emails, in-app posts, in-app tours, and lifecycle journeys"). Competitor comparisons and objection handling are to be "maintained as living resources in our library rather than launch-day artifacts". Leads two Product Marketing Managers.Source
• HiringSolutions Consultant (posted October 6, 2026): must have "sold or consulted against the players in our space" and "know how to position a challenger platform to win"; success is "higher win rates against named competitors"; codifies "win/loss themes, competitor comparisons, and objection-handling assets"; builds "a reusable library of demo environments, vertical-specific narratives, and proof points"; scopes integrations to "NetSuite, Sage Intacct, Microsoft Dynamics, QuickBooks".Source
• HiringSenior Customer Success Manager (posted October 5, 2026): owns "a strategic book of business valued at $2M+", measured on Net Revenue Retention, Gross Revenue Retention, "Referenceable Customers" and "Expansion Revenue". A Business Development Representative post (July 8) lists the outbound stack: Salesforce, Nooks, ZoomInfo, Gong Engage and LinkedIn Sales Navigator.Source
• Your websiteComparison pages: the sitemap lists five (/compare/coupa/, /compare/precoro/, /compare/ramp/, /compare/ziphq/, /compare/edstruments/), but the site-wide "Compare Procurify" footer menu links only Coupa, Precoro, ZipHQ and Edstruments. None of the homepage, pricing, platform, why, customers, demo or careers pages links to /compare/ramp/ (checked October 22, 2026). The Coupa page was updated October 16, 2026 and leads with "Save 50% switching from Coupa to Procurify, and go live in 8 weeks"; the Ramp, Precoro and Zip pages were last modified June 2, 2026, before the July agentic launch.Source

Trigger the ask after milestones (first month on the AP engine, a fast audit, a QBR with savings shown), put the reward in the app and in CSM emails, and make the form one step. Track referrals by milestone.

Finance leaders trust peers, and asking when value is fresh lifts response.

• Low-fit referrals

  Keep the 20-employee rule and route to BDRs first.

• Your websiteReferral and partner programs: a customer who refers a US or Canadian company (over 20 employees) that pays its first invoice gets "a $1000(USD) Procurify Spending Card"; partners get "20% of their first-year contract revenue" for referrals, plus technology and reseller programs. In 2026 Procurify announced a partnership with Cogneesol, an outsourced finance and accounting firm, aimed at mid-market finance teams.Source
• HiringSenior Customer Success Manager (posted October 5, 2026): owns "a strategic book of business valued at $2M+", measured on Net Revenue Retention, Gross Revenue Retention, "Referenceable Customers" and "Expansion Revenue". A Business Development Representative post (July 8) lists the outbound stack: Salesforce, Nooks, ZoomInfo, Gong Engage and LinkedIn Sales Navigator.Source
• Your websiteCustomers page: "Saved $2M and 34K hours", "10X faster purchasing", "$90K weekly savings", "3.7× Faster Approvals"; 30 published customer stories, including Questrade, SkipTheDishes, Cabify, Curtin Maritime, HyperFiber, biotech companies Circle Pharma, Mitra Chem and Vow, and charter networks and private schools.Source

Recruit 20 accounting and fractional CFO firms that serve companies in the best-fit customer profile. Give them a partner demo account, a "controls in 30 days" setup offer for their clients, co-branded webinars and the 20% referral fee. Track partner-sourced pipeline separately.

Advisers bring trust and repeat introductions, and they reach companies before a procurement project is formally started.

• Partners also recommend rivals

  Give them better tools and faster support.

• Your websiteReferral and partner programs: a customer who refers a US or Canadian company (over 20 employees) that pays its first invoice gets "a $1000(USD) Procurify Spending Card"; partners get "20% of their first-year contract revenue" for referrals, plus technology and reseller programs. In 2026 Procurify announced a partnership with Cogneesol, an outsourced finance and accounting firm, aimed at mid-market finance teams.Source
• HiringGTM Campaign Manager (remote Canada, posted October 9, 2026): "the business's #1 constraint is total pipeline coverage against our revenue targets"; builds campaign systems across "inbound, outbound, tier/segment, and expansion (cross-sell/upsell)"; expansion against the existing customer base is "a large, under-served pipeline source today"; calibrates "SMB vs. mid-market"; tracks "MQL→SAL→SQL→pipeline $"; owns the "last mile" so no lead sits "untouched".Source
• HiringGTM Enablement Manager (remote Canada, posted October 5, 2026): "reimagining how GTM teams manage, qualify, and convert inbound opportunities into real pipeline"; builds automated "lead routing, opportunity management, and renewal orchestration"; watches "speed-to-lead, pipeline velocity, win rates, renewal rates, net revenue retention"; uses "AI conversation-intelligence tools"; KPIs include "Increased inbound conversion".Source

At the end of each tour, show a booking calendar with the form prefilled from what the visitor already gave, plus a "send this tour to my CFO" option. Test against the current end screen.

Removing steps at peak intent lifts bookings, and the share option reaches the second decision-maker every procurement purchase needs.

• Unqualified bookings

  Keep the work-email rule.

• Your websiteHomepage (checked October 22, 2026): H1 "Procurement Automation Software / AI Procurement for Total Spend Control"; proof figures "96% Reduction in Requisition Time", "$90K Weekly Savings", "$6.6M Tracked in One System", "10X Faster Purchasing"; "Hundreds of finance and operations teams run $100B+ through Procurify"; "4.6 on G2 and 4.5 on Capterra"; "Named a G2 Leader for Mid-Market Procure-to-Pay Software in G2's Fall 2026 Reports"; nine interactive product tours; demo booking through Chili Piper.Source
• Your websiteDemo page: work email, first and last name, company, a country list of United States, Canada, United Kingdom, Mexico and Australia, and phone, then "Pick your time"; the industry menu covers Education, Technology, Healthcare, Biotech and Manufacturing, and the footer adds Nonprofit, Charter Schools and CPG.Source
• Google PageSpeedReal Chrome visitors to procurify.com pass Core Web Vitals: LCP 1.5 s, INP 87 ms, CLS 0.03 at the 75th percentile, with LCP 14% faster than the previous period. Site speed is not the conversion problem.Source
• HiringDirector, Performance Marketing (remote Canada, posted October 16, 2026), reporting to the CMO: owns "Google Ads, Microsoft Advertising, paid social, review platforms and emerging digital channels", "CRM data, offline conversion tracking and advanced bidding", "website conversion strategy across key digital journeys, landing pages and conversion experiences" and "a structured experimentation program"; manages the Senior WordPress Developer and the WebOps Manager; works with Content & Brand on "SEO, GEO and organic acquisition"; uses "incrementality testing"; all "as AI reshapes how B2B buyers discover, evaluate and purchase software".Source

Publish a yearly report: approval times, PO coverage, invoice exceptions, maverick spend and price changes by category and industry, with aggregated and anonymised data. Brief analysts and press, run a webinar, and give each customer their own benchmark.

Original data earns links, analyst attention and AI citations, and the customer benchmark doubles as a retention tool.

• Data privacy

  Aggregate and suppress small groups.

• Your websiteHomepage (checked October 22, 2026): H1 "Procurement Automation Software / AI Procurement for Total Spend Control"; proof figures "96% Reduction in Requisition Time", "$90K Weekly Savings", "$6.6M Tracked in One System", "10X Faster Purchasing"; "Hundreds of finance and operations teams run $100B+ through Procurify"; "4.6 on G2 and 4.5 on Capterra"; "Named a G2 Leader for Mid-Market Procure-to-Pay Software in G2's Fall 2026 Reports"; nine interactive product tours; demo booking through Chili Piper.Source
• HiringDirector, Product Marketing (remote US/Canada, posted September 24, 2026): owns "positioning strategy and define how we differentiate in the procurement market", "the AI and agentic narrative: make the platform's intelligence concrete, credible, and differentiated for finance and operations buyers", market segmentation, "win/loss analysis", analyst relations, launch strategy "in partnership with demand generation", and direct-to-customer communications ("launch and product-news emails, in-app posts, in-app tours, and lifecycle journeys"). Competitor comparisons and objection handling are to be "maintained as living resources in our library rather than launch-day artifacts". Leads two Product Marketing Managers.Source
• Your websiteTools and services: a Procurement ROI Calculator (employees, annual procurement spend, monthly POs and invoices; "illustrative ROI estimates only") with a downloadable formulas report, a Procurement Maturity Model, a paid Spend Coach service ("40 hours of professional Spend Coach services"), and BuyQ, a group purchasing organization for charter and private schools ("today over 4,000+") with pricing from Amazon Business, Staples and CDW.Source
• Press releaseProcurify raised a $50 million Series C (October 2023) to strengthen its core offering, launch payment capabilities and build an AI-enhanced procure-to-pay experience. Later releases: Chad Gaydos appointed CEO (January 2025), a new CRO and a Chief Product & Technology Officer, AI-powered Spend Insights, "Spend Management Platform of the Year" in the 2026 FinTech Breakthrough Awards, and its "First-Ever AI Procurement Event".Source

Map the analyst reports that cover mid-market procure-to-pay and AP, brief each firm twice a year with the agentic roadmap and customer references, take part in vendor surveys, and publish what is earned.

Analyst coverage widens the shortlist into larger mid-market and lower-enterprise deals, where the Solutions Consultant already works.

• Slow payoff

  Use briefings for feedback even before inclusion.

• HiringDirector, Product Marketing (remote US/Canada, posted September 24, 2026): owns "positioning strategy and define how we differentiate in the procurement market", "the AI and agentic narrative: make the platform's intelligence concrete, credible, and differentiated for finance and operations buyers", market segmentation, "win/loss analysis", analyst relations, launch strategy "in partnership with demand generation", and direct-to-customer communications ("launch and product-news emails, in-app posts, in-app tours, and lifecycle journeys"). Competitor comparisons and objection handling are to be "maintained as living resources in our library rather than launch-day artifacts". Leads two Product Marketing Managers.Source
• Your websiteHomepage (checked October 22, 2026): H1 "Procurement Automation Software / AI Procurement for Total Spend Control"; proof figures "96% Reduction in Requisition Time", "$90K Weekly Savings", "$6.6M Tracked in One System", "10X Faster Purchasing"; "Hundreds of finance and operations teams run $100B+ through Procurify"; "4.6 on G2 and 4.5 on Capterra"; "Named a G2 Leader for Mid-Market Procure-to-Pay Software in G2's Fall 2026 Reports"; nine interactive product tours; demo booking through Chili Piper.Source
• Press releaseProcurify raised a $50 million Series C (October 2023) to strengthen its core offering, launch payment capabilities and build an AI-enhanced procure-to-pay experience. Later releases: Chad Gaydos appointed CEO (January 2025), a new CRO and a Chief Product & Technology Officer, AI-powered Spend Insights, "Spend Management Platform of the Year" in the 2026 FinTech Breakthrough Awards, and its "First-Ever AI Procurement Event".Source
• HiringSolutions Consultant (posted October 6, 2026): must have "sold or consulted against the players in our space" and "know how to position a challenger platform to win"; success is "higher win rates against named competitors"; codifies "win/loss themes, competitor comparisons, and objection-handling assets"; builds "a reusable library of demo environments, vertical-specific narratives, and proof points"; scopes integrations to "NetSuite, Sage Intacct, Microsoft Dynamics, QuickBooks".Source

Package Purchasing for smaller teams with a fixed price band, templated setup (approval rules, QuickBooks or NetSuite sync, catalogs) and a two-week go-live, sold by a shorter sales motion. Compare activation, retention and expansion with standard deals.

A fast, fixed path wins smaller buyers who would otherwise start on card tools, and grows them into AP and Expense & Card later.

• Cannibalises bigger deals

  Cap by Pro users and products.

• HiringGTM Campaign Manager (remote Canada, posted October 9, 2026): "the business's #1 constraint is total pipeline coverage against our revenue targets"; builds campaign systems across "inbound, outbound, tier/segment, and expansion (cross-sell/upsell)"; expansion against the existing customer base is "a large, under-served pipeline source today"; calibrates "SMB vs. mid-market"; tracks "MQL→SAL→SQL→pipeline $"; owns the "last mile" so no lead sits "untouched".Source
• Your websitePricing page: no prices; "Every customer starts" with Purchasing (requests, POs, catalogs, vendors, approvals, budgets, Spend Insights, accounting integrations, mobile app), then adds the AP and Expense & Card products and the Guided Intake and Contracts add-ons; "unlimited Basic users", with pricing "determined by Pro users"; calls to action "Request pricing" and "Book a demo".Source
• Competitor researchRivals' own pages: Ramp's procurement page sells "AI-powered purchasing made easy for companies without a procurement team" that "automates approvals & manages spend from request to payment"; Zip calls itself "the leading AI procurement platform" with "purpose-built AI agents to automate global sourcing, compliance, and spend"; Precoro sells procurement software that is "fast to launch, easy to use".See the research Source
• Your websiteSitemap (485 URLs, October 22, 2026): 136 blog posts, 60 changelog entries, 30 procure-to-pay feature pages, 30 customer stories, integration pages for QuickBooks Online and Desktop, NetSuite, Sage Intacct, Microsoft Dynamics 365 and the API, PunchOuts for Amazon Business, Staples and ZAGENO. Older indexed topic hubs (/biotechnology/, /nonprofits/, /charter-schools/) sit beside the newer /industry/biotech/, /industry/nonprofit/ and /industry/education/charter-schools/ pages, each with its own canonical.Source

Identify BuyQ schools that are not Procurify customers, offer a member package (Purchasing with BuyQ catalogs preloaded), and run member webinars with a charter network customer. Track conversion of members.

A buying group is a warm, segmented list with a built-in reason to switch: their negotiated pricing works better inside Procurify.

• Members may see it as a sales push

  Lead with savings and keep it optional.

• Your websiteTools and services: a Procurement ROI Calculator (employees, annual procurement spend, monthly POs and invoices; "illustrative ROI estimates only") with a downloadable formulas report, a Procurement Maturity Model, a paid Spend Coach service ("40 hours of professional Spend Coach services"), and BuyQ, a group purchasing organization for charter and private schools ("today over 4,000+") with pricing from Amazon Business, Staples and CDW.Source
• Your websiteCustomers page: "Saved $2M and 34K hours", "10X faster purchasing", "$90K weekly savings", "3.7× Faster Approvals"; 30 published customer stories, including Questrade, SkipTheDishes, Cabify, Curtin Maritime, HyperFiber, biotech companies Circle Pharma, Mitra Chem and Vow, and charter networks and private schools.Source
• HiringGTM Campaign Manager (remote Canada, posted October 9, 2026): "the business's #1 constraint is total pipeline coverage against our revenue targets"; builds campaign systems across "inbound, outbound, tier/segment, and expansion (cross-sell/upsell)"; expansion against the existing customer base is "a large, under-served pipeline source today"; calibrates "SMB vs. mid-market"; tracks "MQL→SAL→SQL→pipeline $"; owns the "last mile" so no lead sits "untouched".Source

Use the current ratings, with the date, on the homepage, comparison pages and in ads aimed at approvers ("Approve from your phone, rated 4.8 by users"), with a 15-second clip of an approval. Refresh the number each quarter.

Approvers are a hidden part of every buying committee, and a high rating from real users is proof they trust.

• Ratings drop

  Keep asking happy users for reviews.

• App StoreThe Procurify iOS app is rated 4.78 from 827 ratings and was updated October 9, 2026.Source
• Your websiteThe Procurify vs Ramp page says Ramp is "Built to speed up corporate card usage and expense reconciliation", that its "Procurement features are new and unproven", and that "Ramp does not offer product catalogs"; it quotes the mobile app at "4.8 675 reviews" (App Store) and "4.6 310 reviews" (Google Play). It has no switching offer or go-live claim like the Coupa page.Source
• Your websiteHomepage (checked October 22, 2026): H1 "Procurement Automation Software / AI Procurement for Total Spend Control"; proof figures "96% Reduction in Requisition Time", "$90K Weekly Savings", "$6.6M Tracked in One System", "10X Faster Purchasing"; "Hundreds of finance and operations teams run $100B+ through Procurify"; "4.6 on G2 and 4.5 on Capterra"; "Named a G2 Leader for Mid-Market Procure-to-Pay Software in G2's Fall 2026 Reports"; nine interactive product tours; demo booking through Chili Piper.Source

Offer qualified prospects a one-hour spend review: they share a spend export, a Spend Coach shows three savings opportunities, and the AE follows up with how Procurify would capture them. Track conversion against standard demos.

Showing savings in the buyer's own data is more persuasive than any demo script, and it uses an expertise rivals do not package.

• Time cost

  Limit to qualified opportunities.

• Your websiteTools and services: a Procurement ROI Calculator (employees, annual procurement spend, monthly POs and invoices; "illustrative ROI estimates only") with a downloadable formulas report, a Procurement Maturity Model, a paid Spend Coach service ("40 hours of professional Spend Coach services"), and BuyQ, a group purchasing organization for charter and private schools ("today over 4,000+") with pricing from Amazon Business, Staples and CDW.Source
• HiringSolutions Consultant (posted October 6, 2026): must have "sold or consulted against the players in our space" and "know how to position a challenger platform to win"; success is "higher win rates against named competitors"; codifies "win/loss themes, competitor comparisons, and objection-handling assets"; builds "a reusable library of demo environments, vertical-specific narratives, and proof points"; scopes integrations to "NetSuite, Sage Intacct, Microsoft Dynamics, QuickBooks".Source
• Your websiteCustomers page: "Saved $2M and 34K hours", "10X faster purchasing", "$90K weekly savings", "3.7× Faster Approvals"; 30 published customer stories, including Questrade, SkipTheDishes, Cabify, Curtin Maritime, HyperFiber, biotech companies Circle Pharma, Mitra Chem and Vow, and charter networks and private schools.Source

Record five-minute remote interviews with ten customers, cut each into a 60-second clip with one number, and post weekly on LinkedIn and YouTube. Use the clips in ads and comparison pages.

Video proof is more credible than text and feeds both organic and paid channels.

• Customer approvals slow

  Ask for approval at recording.

• YouTubeProcurify's YouTube channel: 2,790 subscribers, 31 videos and about 1.0 million views; the site footer also links Spotify and Apple Music.Source
• Your websiteCustomers page: "Saved $2M and 34K hours", "10X faster purchasing", "$90K weekly savings", "3.7× Faster Approvals"; 30 published customer stories, including Questrade, SkipTheDishes, Cabify, Curtin Maritime, HyperFiber, biotech companies Circle Pharma, Mitra Chem and Vow, and charter networks and private schools.Source
• Your websiteHomepage (checked October 22, 2026): H1 "Procurement Automation Software / AI Procurement for Total Spend Control"; proof figures "96% Reduction in Requisition Time", "$90K Weekly Savings", "$6.6M Tracked in One System", "10X Faster Purchasing"; "Hundreds of finance and operations teams run $100B+ through Procurify"; "4.6 on G2 and 4.5 on Capterra"; "Named a G2 Leader for Mid-Market Procure-to-Pay Software in G2's Fall 2026 Reports"; nine interactive product tours; demo booking through Chili Piper.Source